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June 30, 2022
Question

How do I unlink a bank account?

  • June 30, 2022
  • 1 reply
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1 reply

Tori B
June 30, 2022

Hi there, @stevenswoodworki

 

Thanks for taking the time to reach out to the QuickBooks Community for support. I'm happy to help you with the steps to unlink your bank account. 

 

Here's how you can unlink the account: 

 

  1. On the left navigation bar, hover your cursor to Banking menu or Transactions menu and choose Banking.
  2. Select your bank account.
  3. Click the pencil icon, then press Edit account info.
  4. Put a checkmark on the Disconnect this account on save checkbox.

 

Please know that any transactions uploaded that are still in the For Review tab will need to be excluded and deleted to remove them. 

 

Don't hesitate to let me know if you have any questions or concerns. Take care!